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Job Purpose:
An experienced Financial Controller required to join an international Life Assurance company on an initial 12 month basis with the potential to progress into a permanent role. The role holder will have previous experience of managing a financial reporting team and / or financial reporting improvement project.

Key Responsibilities:
Ownership of group & statutory financial reporting, including all regulator reports as required.
Prime point of contact for external audit.
Ensuring the integrity of group & statutory financial reporting, ensuring that no entity breaches any statutory, group or regulatory limit.
Ensuring a fully reviewed and robust audit trail for all companies is prepared for year end, half year end audits, and quarterly closes for all companies.
Oversight of all balance sheet reconciliations whether prepared by Financial Operations, own team or Operations teams.
Timetable control, co-ordination of finance teams linking in International Actuarial and group teams as required.
Preparation of Board, International Audit Committee papers as required.
Build and maintain a close effective working relationship with Group Finance and other stakeholders
Drive the improvement in financial reporting needed to meet acceleration of group reporting & enhanced disclosure requirements as they develop.
Provision of a high quality technical support and training/coaching within the Finance Team.
Ensures a robust control environment is in place and operating effectively through compliance with the DST framework & evidence of compliance with all relevant policies.

Skills & Experience:
Qualified Accountant (ACCA, CIMA or ACA).
Highly Proficient in the use of MS particularly Excel and experience of accounting packages.
5 Years' experience in Financial / Regulatory Reporting.
Life Assurance experience is desirable.
Previous experience of managing a similar financial reporting team and / or financial reporting improvement project.

Hours and Benefits:
Core working hours, parking on site and highly competitive rates of pay.

Job Purpose:
Excellent long term contract opportunity within an International Life Assurance Organisation. Our client is seeking two experienced financial service professionals ideally a qualified Accountant/qualified by experience with a proven track record of the delivery of control improvements and improving efficiency within a finance department.

Key Responsibilities:
To support delivery of control improvements, increased efficiency and specific requirements across Finance.
Deliver work packages as part of the Finance improvement programme.
Work across Finance to ensure that control and process improvements are delivered. For specific issues perform analysis to understand the requirements and potential issues, propose the way forward and after approval take forward the requisite actions.
Skills & Experience:
Qualified accountant or alternatively able to demonstrate several years' experience in a similar role.
Experience of successfully delivering change within Finance for a financial services business.
Knowledge of JDE GL would be advantageous.
Previous experience of working in a business with overseas branches and multiple regulators is highly desirable.

Hours & Benefits:
Competitive rates of pay, structured working pattern- core business hours, parking on site.

Job Purpose:
Multiple permanent opportunities to join the customer service team of a leading International Life Assurance Organisation, as first point of contact you will be accountable for dealing with initial enquiries from clients and manage them according to the companies service standards.

Key Responsibilities:
First point of contact for customers and financial advisers over the telephone and email.
Assist in resolving client queries.
Build key relationships within the business.

Skills & Experience:
Experience in a Customer Service environment from any sector.
Excellent communication and listening skills.
Resilience to working under pressure and to tight deadlines.
Good computer skills.

Hours & Benefits:
Monday - Friday, shifts between the hours of 8.00 to 17.30.
Salary dependent on experience.

Job Purpose:
Temporary Accountant required to join an International Fiduciary Services Provider on an initial 6 month basis. The role holder will be responsible for assisting in the efficient and effective delivery of financial statements, management accounts and other financial reports for the Company and the Company's client companies and trusts.

Key Responsibilities:
Preparation of Financial Statements for client companies and trust and maintenance of their bookkeeping records.
Assist in the preparation of monthly management reports to include management accounts and cash flow.
Preparation of VAT returns and Tax returns.
Assist in the preparation of weekly management reports to include cash flow, debtors, WIP, creditors.
Consider and report risk and Anti-Money Laundering concerns or issues.
Provide training and assistance to less experienced team members and assist colleagues as required.
Liaison with clients, advisors, banks, investment managers, lawyers and other intermediaries.

Skills & Experience:
Must hold a relevant accounting qualification.
At least 3 years' experience in an accounting environment is required.
Excellent understanding of UK and international accounting standards, policies and procedures.
Good commercial awareness and excellent communication skills.

Hours & Benefits:
Attractive salary, initial 6 month contract, full time business hours, office located in Central Douglas.

Job Purpose:
An onboarding and compliance administrator is required to join the team of a growing Trust & Corporate Service Provider. The role requires a working knowledge of AML/ CFT regulations, ideally from within working in Trust and Corporate Services, although experience within other Financial Services industries work may also be considered. General Trust & Company Administration work will also be required.

Key Responsibilities:
New business onboarding and compliance matters.
Trust & Company Administration work with, and in support of, a team.
Assisting Directors of the company, as required, including work with eGaming clients.

Skills & Experience:
Around 2 years experience within AML/ CFT work in financial services, ideally Trust and Corporate Services.
Excellent written and verbal communication skills, used to liaising with clients.
Comfortable working in a small team environment, supporting colleagues and Directors as required and undertaking varied role responsibilities.
Strong organisational skills with a positive and enthusiastic approach.
Previous experience within Trust & Corporate Services would be advantageous.

Hours & Benefits:
9am - 5.30pm, salary in line with experience and plus company benefits.

Job Purpose:
A Payments Administrator is required to join the Banking Department of an established Financial Services group based in central Douglas. The successful applicant will deliver quality service to the existing banking client base, including the fiduciary area of the business as well as external stakeholders.

Key Responsibilities:
Payment and transaction processing.
Assisting with account administration, including the ordering and administration of credit cards as and when required.
Ensure timely and accurate delivery of banking services and processing of banking entries.
Deal directly with external banking clients, ensuring a quality and responsive service in respect of all of their banking requirements.
Deal directly with internal banking clients from the fiduciary area of the business.

Skills & Experience:
Minimum of 5 GCSEs at grade C or above.
At least 2 years previous banking experience
Good working knowledge of banking payments processing and back office banking procedures.
Numerate, accurate, able to work to deadlines and prioritise work as appropriate.

Hours & Benefits:
Full time business hours; salary commensurate with relevant skills and experience; full company benefits package.

Job Purpose:
Pensions Administrator required to join a Trust Organisation based in Douglas.

Key Responsibilities:
Day to day administration of pensions including new business.
Preparing manual and computer generated benefit calculations.
Processing and checking client pensioner payrolls.
Preparing annual benefit statements.

Skills and Experience:
Previous experience in domestic and international pensions.
Experience in liaising with Members, HMRC, IFA's, Ceding Schemes, Investment Houses, IOMFSA and ITD would be advantageous.
Knowledge in relation to tax, drawdown and reporting both on Island and the UK would be beneficial.

Hours & Benefits:
Business hours - 9am -5pm , Salary commensurate with experience.


Job Purpose:
Technical Assistant required to join the Advisor Services team of a Global Life organisation to act as a key support to the team, Customer Service Centre, Relationship Management, Regional Offices and Sales Consultants.

Key Responsibilities:
Guide others through the management of complex queries through imparting knowledge.
Act as a buffer to ensure that non-value adding requests are not cascaded into the team.
Responsible for the definition of current business processes through the use of User Guides, Process Guides, Control documentation and any other supporting documents ensuring their accuracy. You may be required to audit against these documents.
Carry out Root Cause Analysis and Problem Solving as required and highlighted by quality data from a variety of sources such as the Quality Tool, Error Log, and Complaints etc.
Conduct technical skills coaching with team members as required in partnership with the Work Place Coaches.
Use in-depth technical knowledge to develop 'first line of defence' mechanisms to support risk framework or Financial Control Initiative (FCI).
Support any business projects and initiatives as required.
Responsible for the accurate and efficient completion of administrative tasks in the relevant area. This may, from time to time, include the allocation of work to colleagues.
Handle any process or system related referrals. Completion of problem solving activities, and making key decisions and recommendations where required.
Complete checking, authorisation and random sampling as required ensuring all customer, regulatory and internal control requirements are met, providing constructive feedback to individuals on errors and provide support to reduce errors.
Ensure that opportunities for process and service improvements are captured and progressed.

Skills & Experience:
Previous experience in Senior administration position within financial services, preferably Life Assurance.
Ability to ensure that opportunities for process and service improvements are encouraged and implemented and best practice is shared.
Good communication skills to liaise with relevant parties via telephone, letter or email and provide information as requested internally and externally.

Hours & Benefits:
35 hour working week 9am -5pm, Market rate salary with competitive benefits, Car Parking provided.

Job Purpose:
Senior Administrator required to join the operations team of an international life company ,primarily accountable for all existing business email correspondence , ensuring it is managed in accordance with; client requirements, internal procedures and internal service level agreements.

Key Responsibilities:
Ensure all emails received are reviewed and correctly distributed within the agreed service standards and that all systems are updated accordingly whilst ensuring all allocated correspondence is completed within the agreed SLAs.
Dealing with queries, ensuring these are referred via email to the correct department.
Recognise any complaints received within the area and refer appropriately within the required timescales. Where possible to begin the investigation and ascertain which business area the complaint lies with. Ensure less than 2 exceptions recorded per month.
Monitor the agent adviser system and provide phone cover as appropriate to ensure departmental SLAs are maintained and a positive customer experience.
Ensure that all calls and email enquiries are handled in a professional manner, taking ownership of recording and following these through to resolution. Expectations must be managed at all times.
Provide support to front office teams as appropriate to reduce referrals that may otherwise impact on daily processing.

Skills & Experience:
A minimum of 2 years experience within Financial services, preferably Life Assurance.
Excellent customer service skills with the ability to investigate complex queries / complaints.
FA1 & CF1 qualifications or working towards would be advantageous.

Hours & Benefits:
Structured working pattern with competitive salary and benefits with onsite car parking.

Job Purpose:
Credit Controller required to join an established Financial Group on a long term contract basis. The role holder will be responsible for all aspects of credit control reviewing for the organisation.

Key Responsibilities:
Review of confirmation statements due and maintenance of the Master database.
Ensuring the department is compliant with any changes implemented by companies house.
Ensuring daybook is maintained.
Checking formulae/updating data and ensuring receipts balance .
Monitoring and reviewing internal invoicing.
Monitoring the bank accounts and updating receipts.
Monthly bank reconciliation .
Chasing for the settlement of accountancy fees.
Authorising any return payments and instructing finance/compliance.
Ensuring all clients using the service have been billed accordingly (Involves a quarterly review of clients billing).
Credit control review - Aged Debtors report.
Compiling Bad debt annually for directors review and authorisation.
Monthly compilation of credit note data.
Quotation of accountancy fees.
VAT return workflow review and follow up.
Accounts workflow review and follow up.
Authorising the completion of clients submissions based on extensive investigation.
Organising workflows and prioritising tasks.
Changing the departments focus and strategy dependent on collections.
Developing Procedures for tasks carried out within credit control/operations.

Skills & Experience:
Excellent verbal and written communication skills and ability to communicate with clients in writing and over the phone
Experience of Excel software required. Must be able to use standard formulae including “Vlookups”.
Ability to work under pressure and to deadlines.
Strong organisational skills.
Capable of managing a small team.
Ability to confidently delegate work.
Natural ability to problem solve.
Computer literacy essential.
Flexible and adaptable approach to work .

Hours & Benefits:
Structured working pattern- core business hours, Excellent rates of pay- market competitive, Douglas based.


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